Paul Seidler focuses on physical breakthroughs in materials and hardware rather than software, arguing that advanced materials—not energy, EVs, or aviation—offer the biggest climate impact, a view shaped by his earlier work leading business development at an advanced materials company that made ceramic coatings and composites for aerospace and defense. He tends to back companies solving supply-chain and manufacturing bottlenecks, such as magnets that use less rare-earth material, geothermal systems designed for small building footprints, and jet fuel made from alcohol that works with existing aviation infrastructure.